A Campaigns record includes an Activity Forecast tab that an organization can use to track activities associated with the campaign, such as direct mail announcements. Follow these steps to track a campaign's activities:
- While a campaign is still in the planning stages, open the Campaigns record and click the Activity Forecast tab.
- Click New icon in the sub-type toolbar to open a new record.
- Select an activity type from the Item drop-down list.
- This drop-down list includes the following options by default: Direct Mail, 800 Calls, Email, and Customer Service Calls.
- An administrator can add additional options to the Values list for the Item field in the CampaignActivity sub-type entity, as necessary.
- Enter the number associated with this activity in the Forecast field.
- For example, enter the number of direct mailing notices the organization plans to send as part of this campaign.
- Enter any additional information in the Comments field.
- Click OK to save the record.
- Add additional Activity Forecast records, as necessary.
- Alternatively, you can select OK and New in Step 6 to save the current record and open a new Activity Forecast record in one step.
- Save and close the Campaigns record.
- When the marketing campaign is complete, return to the Campaign's Activity Forecast tab and update each record with the actual amount associated with the forecasted item.
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- For example, if the organization expected 4500 mailings to go out but 346 were returned as non-deliverable, the organization can track that 4154 were actually delivered by specifying this number in the Actual field.
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